AWM
UTHR icon

AE Wealth Management’s United Therapeutics UTHR Stock Holding History

AE Wealth Management’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$970K Sell
1,790
-2,741
-60% -$1.54M ﹤0.01% 922
2026
Q1 		$2.69M Buy
4,531
+2,936
+184% +$1.46M 0.01% 562
2025
Q4 		$777K Sell
1,595
-2,693
-63% -$1.25M ﹤0.01% 884
2025
Q3 		$1.8M Buy
4,288
+3,424
+396% +$1.15M 0.01% 598
2025
Q2 		$248K Buy
864
+61
+8% +$18.2K ﹤0.01% 1205
2025
Q1 		$248K Buy
+803
New +$275K ﹤0.01% 1177
2024
Q1 		– Sell
-1,267
Closed -$276K – 1952
2023
Q4 		$276K Buy
+1,267
New +$292K ﹤0.01% 1751

Other funds holding UTHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AE Wealth Management's UTHR Position: Q2 2026 in Review

AE Wealth Management reduced its United Therapeutics (UTHR) stake by 60% in Q2 2026, selling an estimated $1.54M and leaving 1,790 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

AE Wealth Management first reported a position in UTHR in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.69M in Q1 2026. 880 funds tracked by Wall St. Rank hold UTHR as of Q2 2026.

  • AE Wealth Management held 1,790 shares of United Therapeutics worth $970K as of Q2 2026.
  • AE Wealth Management sold 2,741 United Therapeutics shares in Q2 2026, an estimated $1.54M.
  • United Therapeutics made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #922 holding.
  • AE Wealth Management first reported a position in United Therapeutics in Q4 2023 and has held it in 7 quarters since.
  • AE Wealth Management's United Therapeutics position peaked at $2.69M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held United Therapeutics as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.